Aspire Private Capital’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Aspire Private Capital’s Portfolio QLTA Stock Details QLTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-31	Closed	-$2K	–	318
2020 Q1	$2K	Sell	31 -5	-14%	-$275	﹤0.01%	195
2019 Q4	$2K	Sell	36 -18	-33%	-$984	﹤0.01%	390
2019 Q3	$3K	Hold	54	–	–	﹤0.01%	329
2019 Q2	$3K	Buy	+54	New	+$2.83K	﹤0.01%	367

Other funds holding QLTA

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Aspire Private Capital's QLTA Position: Q2 2020 in Review

Aspire Private Capital sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2020, closing a stake of 31 shares — an estimated $2K sold.

Aspire Private Capital first reported a position in QLTA in Q2 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 114 funds tracked by Wall St. Rank hold QLTA as of Q2 2020.

Aspire Private Capital reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Aspire Private Capital sold 31 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2020, an estimated $2K.
Aspire Private Capital first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
Aspire Private Capital's iShares AAA-A Rated Corporate Bond ETF position peaked at $3K in Q3 2019.
114 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2020.

Based on Aspire Private Capital's 13F filing for Q2 2020, filed 13 Aug 2020.